Access to organizational knowledge is important for any organization. In the financial services space, it’s a sound investment practice as well.
Take 3i Group, one of the world’s leading investment firms focused in private equity, infrastructure and debt management. Based in London, 3i has over $15 billion in total assets (around £1.5 billion) through 101 portfolio companies across Europe, Asia and the Americas.
3i’s entire business is based on making sound investments – using the information available to their employees to make better decisions, and in turn, generate greater returns. But before Coveo, 3i was dealing with fragmented information from a multitude of sources. Traders and knowledge workers individually searched Outlook, email archives, file systems and CRMs, across offices and geographies. They wasted substantial amounts of time trying to piece together disparate information, while much of their knowledge was already available from within its enterprise. Read more and comment »